Configure E-Consent

Overview

 

The Company Dashboard serves as a centralized hub for managing multiple individual user accounts under a single Company Account. As a company admin, you’ll have access to a variety of settings and controls, including user management, system overrides, and company-wide configurations.

 

One key feature available to you is the ability to customize the e-consent language that borrowers must agree to during the application process. This can be configured per team, based on your organization's preferences.

 

How to Set Up

 

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

 

 

 

Navigate to Company Settings and then Basic Settings:

 

 

 

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Navigate to Consent to Do Business Electronically and select the option to View and Edit E-Consent Notice:

 

 

 

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Enter your own e-consent in the text field and make adjustments as needed using the toolbar near the top. Make sure you select Save to confirm your changes once you're done:

 

Note: If nothing is listed in the field, this means you are using our standard e-consent verbiage.

 

 

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Success! The e-consent listed will go out for all future requests for your whole company level.

 

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